What to do with a poor performing portfolio? Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target. Instead of concentrating on the Internal Rate of Return, focus on the Jensen Alpha and Information Ratio. Einstein Security Holdings The asset allocation model is set up to resist a market draw-down. It … [Read More...]
Copernicus Portfolio Review: 27 July 2023
As bees are drawn to honey, there is little not to attract investors to the Copernicus portfolio. It is easy to manage and performance is outstanding. The one reservation I have is that there is no downside protection as this is a buy and hold … [Read more]
Schrodinger Portfolio Review: 26 July 2023
Schrodinger is the portfolio that answers the question, "Who Will Manage the Family Portfolio When I Die?" This portfolio is called an Intelligent Portfolio by Schwab. It is managed by computer using the principles of Asset Allocation. To set up … [Read more]
Einstein Portfolio Review: 25 July 2023
Einstein is the growth portfolio up for review this morning. I noticed that the description and yield data is not coming in from either Yahoo or Tiingo so the ITA file is once more not working properly. Therefore, I'll skip directly to the security … [Read more]
Pauling Portfolio Review: 24 July 2023
Pauling is the portfolio scheduled for an update this morning. Readers will note the limited number of options as this investment model is very similar to the Dual Momentum™ model. Yes, there is plenty of overlap among the equity offerings so the … [Read more]
Franklin Portfolio Review: 21 July 2023
Normally I hold off reviewing portfolios until we are an hour or so into a business or trading day. Instead I selected the Franklin as a good example to follow up on the Bullish Percent Indicator data published earlier this morning. When I last … [Read more]
Rutherford Portfolio Review (Tranche 4): 21 July 2023
It was a relatively quiet week in the US equity markets with little change from where we were last week and still sitting at resistance near the upper 1 SD boundary of the uptrend channel US equities was not the only major asset class with little … [Read more]
Bullish Percent Indicators: 21 July 2023
While the broad U.S. Equities market (NYSE and NASDAQ) rose slightly this week, four tech stocks reversed the bullish trend in the NASDAQ 100. There were also a few changes in sectors of the market and I'll get into that in a moment. Overall, the … [Read more]
Bohr Portfolio Review: 21 July 2023
Bohr is the scheduled portfolio up for review this morning, and like the Bethe, it is in a state of flux as I'm shifting toward a growth oriented portfolio. The goal is to move the return performance closer to that achieved by the Copernicus and … [Read more]
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